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Desktop: How to reload an EFIN

This article shows how to reload an EFIN into a return.

Reloading the EFIN record may often resolve several refusals and is required in many situations. 

For example:
* the return was created before the EFIN record was pushed to the User ID
* changes were made to an EFIN record in the portal and needed to be re-published or pushed
* the User started their setup with one EFIN and needed to change to another, but the original EFIN used was still showing inside the return.

Follow the steps below for the appropriate way to re-load the EFIN on Form 8879.

  1. Navigate to Form 8879 from the Attached Forms menu on left. 
  2. Click inside the EFIN Field located in the top right of the form. 
  3. Select the Choices button from the active field information section located at the bottom of the screen.

     
  4. Select the appropriate EFIN record (If EFIN is NOT present, please contact Support for assistance).
  5. Select Refresh to update all forms & documents.

    Since some billing changes may be associated with this EFIN, it is also a good idea to reload the billing by pressing Ctrl + U or selecting the Return Menu and choosing Reload Billing from the menu list.